See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,234 | $179,726+11.4% | $156,263+28.1% | $142,382+40.6% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.9%-19.8pp | 80.1%-21.0pp |
| Annual return | 15.32% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,240 | $6,956+90.3% | $6,158+115.0% | $6,507+103.5% |
| Admin fee / account holder | $31,753 | $17,272+83.8% | $14,255+122.8% | $12,624+151.5% |